Union Pacific
UNP
1,775 hedge funds and large institutions have $79.2B invested in Union Pacific in 2018 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 581 increasing their positions, 709 reducing their positions, and 115 closing their positions.
95% more first-time investments, than exits
New positions opened: 224 | Existing positions closed: 115
83% more call options, than puts
Call options by funds: $1.53B | Put options by funds: $836M
5% more funds holding
Funds holding: 1,684 → 1,775 (+91)
1.81% less ownership
Funds ownership: 80.35% → 78.54% (-1.8%)
18% less capital invested
Capital invested by funds: $96.6B → $79.2B (-$17.4B)
18% less repeat investments, than reductions
Existing positions increased: 581 | Existing positions reduced: 709
18% less funds holding in top 10
Funds holding in top 10: 94 → 77 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$622M |
| 2 |
TCI Fund Management
London,
United Kingdom
|
+$387M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$297M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$239M |
| 5 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$191M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$861M |
| 2 |
Morgan Stanley
New York
|
-$571M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$525M |
| 4 |
JP Morgan Chase
New York
|
-$338M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$292M |
UNP Hedge Fund Activity: Q4 2018 in Review
1,775 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2018, worth a combined $79.2B — down 18% from $96.6B a quarter earlier.
Buyers outnumbered sellers: 224 funds opened new UNP positions and 115 closed out — a net gain of 109 holders — while 581 added to existing stakes and 709 trimmed.
The largest buyer was Jennison Associates, adding an estimated $622M. The largest seller was Dodge & Cox, cutting an estimated $861M.
- 1,775 institutional investors held Union Pacific (UNP) as of Q4 2018, up from 1,684 in Q3 2018.
- Funds reported $79.2B of Union Pacific stock for Q4 2018, down 18% quarter-over-quarter.
- 224 funds opened new Union Pacific positions in Q4 2018 and 115 closed out, a net change of +109 holders.
- The largest Union Pacific buyer in Q4 2018 was Jennison Associates, an estimated $622M added.
- The largest Union Pacific seller in Q4 2018 was Dodge & Cox, an estimated $861M sold.
Based on aggregated 13F filings for Q4 2018.